Receive a contract in Gmail, read it with OCR, add it to kintone, and notify via Microsoft Teams.

■Overview

This is a flow that reads contracts received in Gmail using OCR, adds them to kintone, and notifies Microsoft Teams.

By using Yoom, you can easily connect apps without the need for programming.

‍

■Recommended for

1. Those who exchange contracts using Gmail

・Looking for a system to organize and manage contract contents

‍

2. Companies that use kintone for data management

・Want to register and manage important contract information in kintone

‍

3. Workplaces that utilize Microsoft Teams

・Want to provide information to team members quickly and improve work efficiency

‍

■Benefits of using this template

By introducing a flow that reads contracts received in Gmail using OCR, adds them to kintone, and notifies Microsoft Teams, the efficiency of contract management is improved.
First, using OCR eliminates the need for manual input, reducing the workload.

Additionally, the accuracy of data entry is improved, preventing human errors.

‍

■Notes

・Please connect Gmail, kintone, and Microsoft Teams with Yoom.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

・OCR may not read data over 6,500 characters or small text, so please be aware.

・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations of the set flow bot will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.